Pekin Hardy Strauss, Inc. - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,170 filers reported holding NOVARTIS A G in Q4 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.4%.

Quarter-by-quarter ownership
Pekin Hardy Strauss, Inc. ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$4,262,190
-1.1%
41,844
-2.0%
0.67%
+42.6%
Q2 2023$4,308,212
+7.2%
42,694
-2.3%
0.47%
-12.1%
Q1 2023$4,020,548
+1.3%
43,702
-0.1%
0.54%
-1.6%
Q4 2022$3,967,238
+17.9%
43,731
-1.2%
0.55%
+1.7%
Q3 2022$3,364,000
-11.9%
44,252
-2.0%
0.54%
-0.2%
Q2 2022$3,817,000
-2.3%
45,152
+1.5%
0.54%
+10.7%
Q1 2022$3,905,000
-6.1%
44,502
-6.4%
0.49%
-13.7%
Q4 2021$4,157,000
-1.6%
47,525
-8.0%
0.56%
-6.6%
Q3 2021$4,226,000
-10.7%
51,674
-0.4%
0.60%
-8.5%
Q2 2021$4,734,000
+1.4%
51,889
-5.0%
0.66%
-10.6%
Q1 2021$4,669,000
-13.9%
54,619
-4.9%
0.74%
-21.8%
Q4 2020$5,423,000
+0.3%
57,432
-7.7%
0.94%
-14.8%
Q3 2020$5,409,000
-4.6%
62,201
-4.2%
1.11%
-11.7%
Q2 2020$5,672,000
+3.3%
64,938
-2.5%
1.25%
+1.4%
Q1 2020$5,492,000
-18.6%
66,613
-6.5%
1.24%
+11.6%
Q4 2019$6,743,000
+5.1%
71,216
-3.6%
1.11%
-11.3%
Q3 2019$6,417,000
-9.2%
73,841
-4.6%
1.25%
-10.8%
Q2 2019$7,067,000
-11.1%
77,395
-6.4%
1.40%
+124.6%
Q1 2019$7,952,000
+9.2%
82,709
-2.5%
0.62%
-50.8%
Q4 2018$7,281,000
-32.6%
84,855
-32.3%
1.27%
-32.2%
Q3 2018$10,804,000
+12.7%
125,390
-1.2%
1.87%
+2.5%
Q2 2018$9,590,000
-8.3%
126,951
-1.8%
1.82%
-4.2%
Q1 2018$10,455,000
-6.9%
129,315
-3.3%
1.90%
-7.2%
Q4 2017$11,224,000
-5.4%
133,680
-3.3%
2.05%
-7.6%
Q3 2017$11,866,000
+1.5%
138,221
-1.3%
2.22%
+20.4%
Q2 2017$11,688,000
+12.0%
140,024
-0.4%
1.84%
-9.8%
Q1 2017$10,436,000
+1.0%
140,516
-1.0%
2.04%
+121.8%
Q4 2016$10,335,000
-7.6%
141,885
+0.2%
0.92%
-51.8%
Q3 2016$11,183,000
-6.7%
141,635
-2.5%
1.91%
-27.4%
Q2 2016$11,988,000
+10.8%
145,295
-2.8%
2.63%
+4.6%
Q1 2016$10,824,000
-18.8%
149,427
-3.6%
2.52%
-16.9%
Q4 2015$13,330,000
-10.0%
154,928
-3.8%
3.03%
-10.4%
Q3 2015$14,811,000
-16.6%
161,128
-10.8%
3.38%
-1.7%
Q2 2015$17,756,000
-3.4%
180,555
-3.2%
3.44%
+0.5%
Q1 2015$18,389,000
-20.5%
186,478
-25.3%
3.42%
+0.7%
Q4 2014$23,132,000
-52.5%
249,647
-51.8%
3.40%
-17.8%
Q3 2014$48,742,000
-0.3%
517,814
-4.1%
4.14%
+7.6%
Q2 2014$48,870,000
+2.5%
539,830
-3.7%
3.85%
-1.0%
Q1 2014$47,662,000
-6.1%
560,600
-11.2%
3.88%
-1.5%
Q4 2013$50,738,000
+4.3%
631,230
-0.5%
3.94%
+2.2%
Q3 2013$48,648,000
-0.0%
634,172
-7.8%
3.86%
-6.7%
Q2 2013$48,650,000
+93.0%
688,022
+94.4%
4.14%
-5.7%
Q1 2013$25,213,000353,9164.39%
Other shareholders
NOVARTIS A G shareholders Q4 2020
NameSharesValueWeighting ↓
Newman Dignan & Sheerar, Inc. 3,739$353,074,00056.77%
Susquehanna International Securities, Ltd. 118,837$11,222,0008.15%
MANAGED ASSET PORTFOLIOS, LLC 336,762$31,800,0005.59%
Martin Investment Management, LLC 169,019$15,960,0005.10%
SCHARF INVESTMENTS, LLC 1,197,539$113,083,0004.26%
GARLAND CAPITAL MANAGEMENT INC 50,705$4,788,0004.06%
Mawer Investment Management Ltd. 6,625,594$625,655,0003.69%
SPHERA FUNDS MANAGEMENT LTD. 429,000$40,510,0003.60%
First Fiduciary Investment Counsel, Inc. 196,693$18,574,0003.48%
PROFESSIONAL ADVISORY SERVICES INC 227,971$21,527,0003.46%
View complete list of NOVARTIS A G shareholders